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What happens to Monday.com when AI agents can build and execute workflows instantly? The core value proposition of a "no-code Work OS" gets completely commoditized by competitors with superior models. Is this a real AI-risk for $MNDY?

ServiceNow $NOW is quietly trading at its lowest forward multiple in years. FCF Margin: 36% Forward P/E: 23x RPO Growth: 25% A 98% renewal rate compounding top-line at 20%... too cheap to ignore?

@1000xStocks Might still be trading rich valuation-wise, even if it has pulled back recently.

$CRWD just announced another $500M buyback. Total buyback is now $1.5B. That’s usually a sign management thinks the stock is undervalued. Now think about this: - They’re doing $4.8B revenue - Still growing ~22% YoY - Cybersecurity demand is rising, especially with AI threats But the stock is not cheap. Forward P/E → ~82x Would you buy $CRWD here or wait?

@jimcramer Worth watching at these levels?

The way the cyber security stocks are trading i figure Anthropic is ready to hit em again

$BKNG completed 25-for-1 Stock Split

$SNDK +1400% IN 1 YEAR AS AI DATA CENTERS TRIGGER A MASSIVE NAND SHORTAGE

@meetblossomapp Insane move, $4B Market cap to $107B in one year 🤯

If you invested $1000 into Sandisk just 5 years ago, you would have +1901% returns. That would be $20,011.00 today. Memory demand is literally off the charts. $SNDK

APPLOVIN $APP MIGHT BE THE MOST DISLOCATED SOFTWARE BUSINESS IN THE MARKET - 73% Free Cash Flow Margin - 60% Net Income Margin!! - 47% Expected FY2026 Growth At these margins, any interest?

$AAPL Services run-rate: FY2025 ~$109B (+13.5%). App Store / antitrust headlines are the stress test.

@StockMKTNewz Here's how the Mag 7 stack up currently Current Mag 7 Forward P/E multiples: $TSLA: 173.1 $NVDA: 37.1 $AAPL: 29.5x $AMZN: 26.4x $GOOGL: 25.1x $MSFT: 22.1x $META: 19.0x Meta remains the cheapest of the group on a forward basis.

There are currently 10 🇺🇸 companies worth more than $1 Trillion Nvidia $NVDA $4.3T Apple $AAPL $3.8T Google $GOOGL $3.6T Microsoft $MSFT $2.8T Amazon $AMZN $2.3T Broadcom $AVGO $1.5T Meta Platforms $META $1.5T Tesla $TSLA $1.4T Berkshire Hathaway $BRK.B $1T Walmart $WMT $1T

HIGH-QUALITY SOFTWARE IS GETTING CRUSHED. The market is treating these like melting ice cubes, but the free cash flow margins tell a completely different story. At what point do these become too interesting to ignore? $APP $NOW $CRM $ADBE $INTU $MNDY $TEAM

Most investors do not have a research problem. They have a workflow problem. Notes in a doc. SEC filings in one tab. Financials in another. Charts somewhere else. Valuation in a spreadsheet. That is not analysis. That is tab management.

@meetblossomapp $META reality labs cost per quarter has been insane. This is more than some bottom-lines of top SaaS.

Fact: Reality Labs loss (2021-2025): $73 Billion USD. Twice the cost it took to develop the atomic bomb. $35B in inflation-adjusted 2026 dollars. Perspective. $META

@StockMKTNewz YET, companies like $META continue to keep compounding, year after year. Don't get emotion during the red days and sell amazing compounders.

Here are the top 10 worst days in S&P 500 🇺🇸 history October 19th, 1987: -20.5%🔴 October 28th, 1929: -12.3%🔴 March 16th, 2020: -12%🔴 October 29th, 1929: -10.2%🔴 November 6th, 1929: -9.9%🔴 March 12th, 2020: -9.5%🔴 October 18th, 1937: -9.3%🔴 October 15th, 2008: -9%🔴 December 1st, 2008: -8.9%🔴 July 20th, 1933: -8.9%🔴

@StockMKTNewz $AMZN is on another level of scale 🤯

Amazon Leo $AMZN is now able to launch more satellites per launch than in the past

What a tragically awful business... Only $50B in quarterly cloud revenue and a $625B commercial backlog? $MSFT

FCF Margin separates the cash machines from the cash burners. FCF Margin = Free Cash Flow / Total Revenue Here's how the cybersecurity giants stack up: $PANW $FTNT $OKTA $ZS $CRWD $S

@Ashton_1nvests True, the amount of stock repurchased is pretty wild. Lower the share price goes, more they can buy back per quarter! $ADBE

This is one of the most underrated parts of the $ADBE story. Shares outstanding have been consistently declining for years. That’s not by accident. That’s aggressive buybacks. While the business continues to grow… 
they’re shrinking the share count at the same time. That’s a powerful combination. Because it means: - More ownership per share
- Higher earnings per share over time
- Strong capital allocation This is how real compounding happens. Not just growing the business… 
but returning value to shareholders along the way. And the best part? Adobe generates the kind of cash flow that makes this sustainable. - Recurring revenue
- High margins
- Strong pricing power Yet the stock is still being treated like growth is slowing. The fundamentals say otherwise. $ADBE isn’t just a great business… It’s a capital return machine.

@airroi_ Good to know!

@trychartloom its basically the amazon marketplace effect — the platform grows by adding new markets and hosts, not by existing hosts doing better. supply is up double digits in most markets but occupancy hasnt kept pace, which tells you where the GBV growth is really coming from

$ABNB / the growth re-acceleration? GBV +16% YoY, fastest pace in 2+ years... FY 25 Revenue Growth: 10.2% FY 26 Revenue Growth: 14.2%~ (Estimate)